EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.21B
This Quarter Return
+11.43%
1 Year Return
+22.38%
3 Year Return
+69.95%
5 Year Return
–
10 Year Return
–
AUM
$2.21B
AUM Growth
+$393M
Cap. Flow
+$239M
Cap. Flow %
10.78%
Top 10 Hldgs %
19.96%
Holding
4,418
New
397
Increased
2,759
Reduced
751
Closed
165

Top Buys

1
$29.5M
2
$28M
3
$9.83M
4
$9.77M
5
$8.19M

Top Sells

1
$10.6M
2
$5.34M
3
$4.93M
4
$4.76M
5
$4.57M

Sector Composition

1Technology12.57%
2Financials7.15%
3Consumer Discretionary5.78%
4Industrials3.77%
5Healthcare2.9%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$5.32K﹤0.01%
+485
 New
+$5.32K
$5.31K﹤0.01% 766
+697
+1,010%
+$4.83K
$5.29K﹤0.01% 8,660
+6,996
+420%
+$4.28K
$5.27K﹤0.01% 84
-1
-1%
-$63
$5.27K﹤0.01% 58
+17
+41%
+$1.54K
$5.26K﹤0.01% 91
+57
+168%
+$3.29K
$5.24K﹤0.01% 579
+256
+79%
+$2.32K
$5.22K﹤0.01% 62
+55
+786%
+$4.63K
$5.21K﹤0.01% 616
+460
+295%
+$3.89K
$5.21K﹤0.01% 445
-864
-66%
-$10.1K
$5.2K﹤0.01% 211
+2
+1%
+$49
$5.19K﹤0.01%
+134
 New
+$5.19K
$5.17K﹤0.01%
+2,610
 New
+$5.17K
$5.15K﹤0.01% 487
+406
+501%
+$4.3K
$5.14K﹤0.01% 161
+1
+0.6%
+$32
$5.12K﹤0.01%
+4,377
 New
+$5.12K
$5.12K﹤0.01% 523
+277
+113%
+$2.71K
$5.11K﹤0.01% 286
-101
-26%
-$1.8K
$5.11K﹤0.01% 66
+26
+65%
+$2.01K
$5.08K﹤0.01% 449
+347
+340%
+$3.92K
$5.07K﹤0.01% 99
+60
+154%
+$3.07K
$5.04K﹤0.01% 126
+113
+869%
+$4.52K
$5.02K﹤0.01%
+200
 New
+$5.02K
$5K﹤0.01% 208
+187
+890%
+$4.5K
$4.99K﹤0.01% 85
+42
+98%
+$2.47K
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